Assistant/Branch Assistant

3 weeks ago
Charlottetown, Canada Richardson Wealth Full-time $43,200 - $50,000/year
Position Overview    The role entails receptionist duties in a professional office setting, assist with branch administrative functions and to assist advisory team with documentation and team administration. This is an existing vacancy.  Duties and Responsibilities    Reception functions:
• Receive, greet, and direct calls and clients
• Sort and distribute incoming mail
• Assist to coordinate branch and client meetings, set up boardrooms
• Accounts payable
• Order office and kitchen supplies and monitor inventoryBranch functions:
• Receiving and processing cheques
• Assist the Branch Administrator in monitoring compliance items
• New account documentation, recorded and couriered to head office
• Back up to the Branch Administrator
• Additional duties as per assignedAssistant to Investment Advisor functions:
• Acquire expert knowledge of the documentation process and liaise with back-office staff
• Assist Investment Advisors with a range of administrative support
• Answer phones, client inquiries and email client communication
• Process client banking related transactions
• Assist with special projects as required
• Aid in the planning and coordinating of client events
• Update and open client accounts
• Backup ensuring transactions are processed on a timely manner
• Liaise with marketing department
• Client service-related activities
• Additional duties as needed    Qualifications
•    1-3 years working experience in the Finance industry beneficial but not necessary.
•    Eager to learn new skills and adapt to a changing working environment
•    Ability to work efficiently, multitask and maintain professionalism in a high-pressure environment
•    Operations familiarity within the brokerage industry
•    Strong Microsoft Office Suite skills
•    Strong communication and interpersonal skills
•    Detail oriented
•    Organizational skills The expected annualized base salary range for this role is $43,200-$50,000.
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.
Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.  

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